Vantage

  The Value of Discipline and Patience (2 min. read) By Michael Franks, Iraq/Afghanistan Combat Infantry Veteran, Vantage Senior Wealth Advisor War is hell, and in this increasingly virtually-connected life we live in, that hell could potentially cause folks to make emotional decisions about their investments, potentially crippling their long-term plans. Hourly we are bombarded by pictures, articles, Tweets, TikToks, and videos showing details about war that would have been seen by only a handful 20 years ago. This amount of information is an assault on our senses and can cloud the truth. The truth is,

  Working With Vantage as a Fiduciary Registered Investment Advisor (3 min. read) What is a Registered Investment Advisor (RIA)? A Registered Investment Advisor (RIA) is an individual financial advisor or a company that provides its clients with financial advice. Unlike other types of financial advisors, RIAs have a fiduciary duty to act in your best interests. RIAs have a fiduciary duty to their clients. This means at Vantage, we are legally bound, and always obligated, to act in your best financial interest (putting your interests ahead of our own) and to utilize competitively priced investments

  “Take 10” – An End-Of-Year Financial Checklist (2 min. read) This is a good time to look back on the past 12 months and look ahead to a new year. Be honest as you hit these 10 key check points for managing your finances and reviewing goals and objectives. This can help get you started, and potentially show you where you have been diligent and can say, “Yes! I’ve got that handled!” and where you can say, “It only takes a minute and it’s worth doing to have peace of mind and a good feeling